Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.
St. Augustine, FL | |||
|---|---|---|---|
| Assets under management | $66.8M | $70.1M | $70.2M |
| Asset growth, last 2 years | +28% | – | – |
| Advisory staff | 1 | 4 | 5 |
| Individual clients | 65 | 86 | 155 |
| Assets per client | $1M | $815K | $453K |
| Clients per advisor | 65 | 22 | 31 |
| Main custodian | Schwab | – | – |
| Filing with the SEC since | 2017 | 2026 | 2026 |
| Tools in their stack | 1 | – | 6 |
| People on Advicer.bio | 1 | 3 | 5 |
From each firm's latest Form ADV (Feb 2026, Apr 2026, Aug 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.
0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.
Custodians on Form ADV: Watchstone Wealth Management LLC: Schwab · Achieving Veritas LLC: none listed · Rise Financial Partners: none listed